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Quickbooks Versions 2015 will no longer be supported

QB 2015 reached “end of life” in May 2018. Intuit has a 3-year lifecycle. QB 2018 has been out for months, already. You will need to Update, if you intend to keep using any of the functions that are “turned off” in May: Payroll, online banking, sending email, merchant account processing, etc.

May 31st, 2018|QuickBooks|Comments Off on Quickbooks Versions 2015 will no longer be supported

QuickBooks Online News

2018

ESSENTIALS PLAN

Send and track custom invoices
Track income and expenses
Create and manage estimates
Sync bank accounts1and apps
Manage and pay bills
Instant sales and profit reports

PLUS PLAN

Send and track custom invoices
Track income and expenses
Create and manage estimates
Sync bank accounts1and apps
Manage and pay bills
Instant sales and profit reports
[…]

February 23rd, 2018|QuickBooks|Comments Off on QuickBooks Online News

QuickBooks Desktop News

Take care of business significantly faster by using QuickBooks on up to three monitors.
Quickly find an account or sub-account by using the new search bar in the Chart of Account.
Automatically put a Past Due Stamp on outstanding invoices in order to easily keep track of who owes you what.
Don’t miss important […]

February 23rd, 2018|Tips|Comments Off on QuickBooks Desktop News

Need help preparing your year-to-date info for this year’s taxes?

I’m just an e-mail or phone call away: qbooks8@hotmail.com or 818-631-1702

November 27th, 2016|QuickBooks|Comments Off on Need help preparing your year-to-date info for this year’s taxes?

NEW IN TOPICS TAB – Check it out!

QuickBooks Online News

QuickBooks Desktop News

October 18th, 2016|QuickBooks|Comments Off on NEW IN TOPICS TAB – Check it out!

Do I need to buy new QuickBooks Software each year?

Only if you are in a version three years old AND:

if you want to use the email function for invoices, estimates and statements OR
if you want to run payroll through Intuit, OR
if you want to use Intuit Merchant Service

June 28th, 2016|Tips|Comments Off on Do I need to buy new QuickBooks Software each year?

To Change QuickBooks Account Information:

* From the QuickBooks Lists menu, choose Chart of Accounts.

* Select the account you want to edit.

* Click Account at the bottom of the window, and then choose Edit.

* Change the information shown in the Edit Account window.

* Click OK.

Setup: Be sure to set up QuickBooks using File, New, and complete the Interview process for […]

June 15th, 2015|QuickBooks|Comments Off on To Change QuickBooks Account Information:

A “Getting Paid” Shortcut:

There are 2 main ways to record sales in QuickBooks and QuickBooks online.

* Shortcut: If your customer pays in full, use a sales receipt.

* However, if they still owe you money for the sale, use an invoice instead.
It will then populate in your Open Invoices report.

June 15th, 2015|Tips|Comments Off on A “Getting Paid” Shortcut:

Backing up:

*  I prefer using Carbonite as a Cloud backup

*  I also have an external drive that I back up my file to every time I use it.

*  I also use a USB Flash Drive for fast and easy backups. (I use two and take one off premises).

*  Never write over the last backup or you […]

June 15th, 2015|Tips|Comments Off on Backing up:

Restore a QuickBooks file:

* Put the file you want to restore on your Desktop

* Open QuickBooks – Click on File

* Click on Restore

* Select Restore File or Restore Portable file

* Go to desktop and double-click on the file you want to restore

* Save the file (use the same name or a different one if you don’t want to […]

June 15th, 2015|Tips|Comments Off on Restore a QuickBooks file: